2023 Form 5500 filing — Scott Insurance Services Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003140010NAL0004901075001) for Scott Insurance Services Retirement Plan, reported by Scott Insurance Services, Inc. under EIN 82-3722966 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.6KReported net assets$24,554
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003140010NAL0004901075001
Plan sponsor
Scott Insurance Services, Inc.
EIN
82-3722966
Plan number
001
Location
Sumter, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.6K total assets
Net assets$24.6KLiabilities
Money in vs. money out
Total income / additions-$147.9K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$24,554
Net assets (EOY)
$24,554
Total income / additions
-$147,946
Total expenses
$0
Net increase / (decrease)
-$147,946

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003140010NAL0004901075001 cover?
It is the 2023 Form 5500 filing for Scott Insurance Services Retirement Plan, reported by Scott Insurance Services, Inc. (EIN 82-3722966).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages